According to @EmberCN, a hacker stole about 117 million dollars from Balancer across Ethereum, Base, OP, Sonic, Polygon, and Berachain, with most of the haul being ETH liquid staking tokens. According to @EmberCN, the attacker has begun converting liquid staking tokens to ETH, including a swap of 10 osETH for 10.55 ETH roughly 20 minutes before the post. According to the ARKM entity page shared by @EmberCN at https://intel.arkm.com/explorer/entity/a1143094-5699-4e4a-a5ae-bca37094202c, a set of suspected attacker addresses is available for monitoring. According to @EmberCN, traders can track on-chain flows from the ARKM listed addresses to manage execution and liquidity risk on ETH LST pairs across the affected chains.

According to @CryptoCoinCoach, OP is showing a solid recovery move after defending the recent low range, signaling a rebound in momentum after support held (source: @CryptoCoinCoach on X, Nov 2, 2025). According to @CryptoCoinCoach, more trading details are provided via t.me/coach for those tracking OP’s recovery after the defended lows (source: @CryptoCoinCoach).

According to the source, Solana co‑founder Anatoly Yakovenko called the claim that Ethereum L2s inherit Ethereum’s security erroneous in a public X post on Oct 27, 2025, highlighting a core debate in the modular vs monolithic roadmap, source: provided social media post (Oct 27, 2025). Ethereum’s documentation states that rollups derive security from Ethereum only when proofs are correctly verified on L1 and operators cannot bypass the proof system, clarifying that security depends on implementation details, source: Ethereum.org rollups documentation. Independent risk dashboards show many L2s still rely on upgrade admin keys, centralized sequencers, or incomplete proof systems, implying additional trust beyond L1 guarantees, source: L2Beat risk framework and project pages. Optimistic rollups enforce challenge windows that delay withdrawal finality and require fraud-proof availability, which materially affects bridge and exchange flow assumptions, source: Ethereum.org optimistic rollups documentation. ZK rollups depend on prover correctness and liveness; trusted upgrades or prover halts can deviate user security from pure L1 enforcement, source: Ethereum.org zk-rollups documentation and L2Beat project risk notes. For trading, position sizing across SOL, ETH, ARB, and OP can incorporate objective factors such as proof status, upgrade key control, sequencer decentralization, and data availability mode, which are enumerated and updated by L2Beat, source: L2Beat methodology and dashboards.

According to @PANewsCN, Token Unlocks data indicates roughly USD 327 million of scheduled token unlocks next week across SUI, GRASS, EIGEN, JUP, ZORA, KMNO, OP, IMX, and SIGN, providing a high-impact supply calendar for traders. Source: PANews; data: Token Unlocks. SUI will unlock 43.96 million tokens, equal to 1.21% of current circulating supply, at 08:00 on November 1 Beijing time, worth about USD 113 million. Source: PANews; data: Token Unlocks. GRASS will unlock 181 million tokens, equal to 72.4% of current circulating supply, at 21:30 on October 28 Beijing time, worth about USD 79.3 million. Source: PANews; data: Token Unlocks. EIGEN will unlock 36.82 million tokens, equal to 12.10% of current circulating supply, at 12:00 on November 1 Beijing time, worth about USD 41.6 million. Source: PANews; data: Token Unlocks. JUP will unlock 53.47 million tokens, equal to 1.72% of current circulating supply, at 22:00 on October 28 Beijing time, worth about USD 23 million. Source: PANews; data: Token Unlocks. ZORA will unlock 167 million tokens, equal to 4.55% of current circulating supply, at 08:00 on October 30 Beijing time, worth about USD 15.9 million. Source: PANews; data: Token Unlocks. KMNO will unlock 229 million tokens, equal to 5.99% of current circulating supply, at 20:00 on October 30 Beijing time, worth about USD 14.2 million. Source: PANews; data: Token Unlocks. OP will unlock 31.34 million tokens, equal to 1.71% of current circulating supply, at 08:00 on October 31 Beijing time, worth about USD 14.2 million. Source: PANews; data: Token Unlocks. IMX will unlock 24.52 million tokens, equal to 1.24% of current circulating supply, at 08:00 on October 31 Beijing time, worth about USD 13.3 million. Source: PANews; data: Token Unlocks. SIGN will unlock 290 million tokens, equal to 21.48% of current circulating supply, at 18:00 on October 28 Beijing time, worth about USD 12.1 million. Source: PANews; data: Token Unlocks. All times are Beijing time as reported. Source: PANews; data: Token Unlocks.

According to the source, an X post dated Oct 19, 2025 states that Polymarket airdrop farmers have become more sophisticated as a token launch approaches (Source: X post on Oct 19, 2025). For traders, comparable phases at major airdrops have prompted tighter anti-sybil screening and explicit eligibility rules ahead of distribution, as documented by the Optimism Foundation for OP Airdrop #1 in 2022 and by the Arbitrum Foundation for the ARB airdrop in 2023 (Sources: Optimism Foundation 2022 airdrop announcement; Arbitrum Foundation 2023 airdrop announcement). Monitoring official Polymarket channels for snapshot timing, eligibility criteria, and claim mechanics is critical because such parameters directly influence allocation per wallet and initial secondary market pricing dynamics, a pattern emphasized in prior airdrop frameworks aimed at reducing gaming and rewarding genuine activity (Sources: Optimism Foundation 2022; Arbitrum Foundation 2023).

According to @CryptoMichNL, highlighted buy-the-dip levels are LINK at 8–18 dollars, OP at 0.50 dollars, and W at 0.065 dollars, source: @CryptoMichNL on X, Oct 11, 2025. He characterizes these prices as massive discounts across the board, indicating a buy-now stance at these ranges, source: @CryptoMichNL on X, Oct 11, 2025.

According to @VitalikButerin, the Ethereum co-founder stated that "The L2 scaling thing is working" on Oct 11, 2025, sharing a link to a GrowThePie post that tracks Layer-2 activity and costs. Source: x.com/VitalikButerin/status/1976809800840495316, x.com/growthepie_eth/status/1976756960532848846 Ethereum’s roadmap prioritizes rollups to boost throughput and lower fees, making L2 adoption a core driver of network usability that traders track when forming ETH views. Source: ethereum.org/en/roadmap/rollups To validate momentum, traders can monitor Layer-2 transaction counts, total value secured (TVS), average user fees, and sequencer revenue via established analytics dashboards. Source: l2beat.com, growthepie.xyz For execution, track spot and perpetual markets liquidity, volume, and funding for ETH around L2 data inflections to gauge market response. Source: binance.com/en/futures

According to the source, Ethereum cofounder Vitalik Buterin said Base is doing things the right way, a remark that could steer trader attention toward Ethereum Layer 2 activity and related assets, per the source. Base is built on Optimism’s OP Stack and uses ETH as the gas token, anchoring direct exposure to ETH and the OP ecosystem, per Base documentation and Optimism documentation. Base has no native token, and its sequencer is operated by Coinbase, guiding indirect equity exposure considerations toward COIN alongside ETH and OP, per Base documentation and Coinbase public statements. Traders can gauge momentum by tracking Base’s TVL and activity share among L2s before positioning in ETH, OP, or Base ecosystem assets, per L2Beat methodology and dashboards.

According to @CryptoMichNL, his altcoin portfolio gained last week but is still down 35%, and he expects renewed upside as large caps and select mid-caps wake up, with PEAQ trending up, W turning higher, and REZ and AEVO positioned to follow, source: @CryptoMichNL. For W (ticker: $W), he notes price is above the 1D 20 EMA, has broken the downtrend and a key resistance, and is trading above the 20-week MA versus both BTC and USD, prompting a plan to scale out at $0.16–$0.18 and $0.20–$0.22 depending on the strength of the move, source: @CryptoMichNL. He plans to rotate realized gains from $W into laggards such as OP, TIA, and REZ if they have not yet moved, enabling compounding during momentum, source: @CryptoMichNL. He intends to build a small cash buffer to buy dips amid expected higher volatility, allowing profit locking and redeployment on pullbacks, source: @CryptoMichNL. He is watching DEX narratives (HYPE, ASTER) but will avoid chasing strength; if DePIN narratives strengthen, he will increase allocation to that vertical, source: @CryptoMichNL. He adds that altcoins appear to be emerging from a depressive period with a bottom already formed, implying further upside potential during the recovery phase, source: @CryptoMichNL.

According to @CryptoMichNL, OP is on the verge of breaking its 20-week moving average on the USD pair and is likely to break the same level on the BTC pair, highlighting a bullish breakout setup for momentum traders; source: @CryptoMichNL on X, Sep 16, 2025. The trader added he would not be surprised to see OP trade above 1 USD if these weekly moving average breaks confirm; source: @CryptoMichNL on X, Sep 16, 2025.

According to @santimentfeed, Polkadot DAO passed Referendum 1710 to cap DOT supply at 2.1 billion and reduce annual emissions, adding scarcity and emission predictability that may support price action, source: @santimentfeed. Markets are pricing a 93% probability of a major Federal Reserve rate cut on Wednesday, implying elevated crypto volatility around the decision, source: @santimentfeed. Galaxy Digital has accumulated more than 1.5 billion in SOL over five days, signaling strong institutional demand ahead of expected easing, source: @santimentfeed. Major token unlocks for OP, ARB, and SEI this week present potential supply overhangs and liquidity shocks to monitor, source: @santimentfeed. Activity in creator token markets such as PumpFun and whale accumulation in KIND, BUN COIN, and Bagwork are driving social momentum and short-term rotation, source: @santimentfeed.

According to @CryptoMichNL, a $4,500 allocation into PEAQ at $0.06 grew to $9,500 as PEAQ rallied to $0.126, prompting active rotation to lock in a 100% gain (source: @CryptoMichNL on X, Sep 14, 2025). He sold $2,500 of PEAQ at $0.126 and reallocated $1,500 into W at $0.0908 and $1,000 into REZ at $0.1192 to compound returns rather than sit in an already extended mover (source: @CryptoMichNL on X, Sep 14, 2025). His rationale is that PEAQ appears overextended with the 1D and 4H 20-MA far below price and the 1W 20-MA acting as resistance, increasing near-term pullback risk and favoring rotation into laggards under his thesis (source: @CryptoMichNL on X, Sep 14, 2025). He notes that keeping the $2,500 in PEAQ from $0.126 would be down roughly 15% already, while the rotation preserved capital and positions the portfolio for potential upside in W and REZ if they follow, as often seen in altcoin rotation (source: @CryptoMichNL on X, Sep 14, 2025). He previously swapped OP, Wormhole, and Rocket Pool into PEAQ about a month ago; through active portfolio management the altcoin account is back to $65,000 versus a $110,000 start, with reference entries at OP $2.25, TIA $10, and REZ $0.14, and he considered gamma scalping PEAQ versus rotating into other altcoins to manage exposure (source: @CryptoMichNL on X, Sep 14, 2025).

According to @AggrNews, Upbit has announced an Ethereum Layer 2 built using the OP Stack based on newly referenced documentation, linking the development directly to the Ethereum (ETH) settlement layer and the Optimism (OP) ecosystem from a trading perspective. Source: https://twitter.com/AggrNews/status/1965204748434313669. OP Stack is the open-source rollup framework maintained by the Optimism Collective, and OP is the ecosystem’s governance token, establishing fundamental relevance for OP alongside ETH in OP Stack deployments. Sources: https://stack.optimism.io, https://community.optimism.io/docs/governance/token/. OP Stack documentation highlights standard components such as canonical bridges and sequencers that govern deposits, withdrawals, and throughput design, which are the core integration points for any new L2 built on this stack. Source: https://docs.optimism.io/stack/overview

According to @CryptoMichNL, OP is likely to break above the 21-week EMA soon, similar to other altcoins that have already reclaimed that level, source: @CryptoMichNL on X, September 5, 2025. Traders can watch for a weekly break and hold above the 21-week EMA as the momentum cue highlighted by the author, source: @CryptoMichNL on X, September 5, 2025. A failure to break and sustain above the 21-week EMA would contradict the bullish scenario described, source: @CryptoMichNL on X, September 5, 2025.

According to @adriannewman21, there is growing discussion about launching Layer-2 networks dedicated to specific use cases like prediction markets as adoption increases. Source: Adrian @adriannewman21 on X, August 30, 2025. App-specific L2s are feasible because frameworks such as Optimism OP Stack and Arbitrum Orbit let teams deploy custom rollups with their own sequencers, fee policies, and Ethereum settlement. Source: Optimism OP Stack documentation; Arbitrum Orbit documentation. For traders, proliferation of app chains can fragment liquidity and add bridging costs and latency, which can widen spreads between identical markets across chains and increase basis risk. Source: Ethereum.org rollups and cross-domain bridging documentation. Greater L2 activity increases L1 data posting via blobs after EIP-4844, influencing ETH fee dynamics and the cost of transacting on L2s; monitor blob fees and data availability costs. Source: Ethereum.org EIP-4844 overview. To gauge impact on OP and ARB ecosystems, track new OP Stack and Arbitrum Orbit app-chain launches, sequencer fee flows, TVL, and on-chain volume using public analytics. Source: Optimism and Arbitrum documentation; L2Beat analytics.

According to @coinsph, Coins.ph has listed Optimism (OP) and opened the OP/PHP market, enabling direct trading against the Philippine peso, source: Coins.ph. Coins.ph states that Optimism processes transactions off-chain to make using Ethereum faster and cheaper and that the OP token is primarily used for community governance and ecosystem growth, source: Coins.ph.

According to @CryptoMichNL, OP remains in a massive accumulation zone and an upside break is expected once the broader market finishes its correction; source: @CryptoMichNL. According to @CryptoMichNL, he views OP as a key project for traders to watch and points to an episode by @new_era_finance for further context; source: @CryptoMichNL.

According to @CryptoMichNL, the altcoin money flow model remains intact: ETH rallies, then corrects and stabilizes, and capital rotates into Ethereum blue chips, which frames a rotation strategy for traders. Source: @CryptoMichNL on X, Aug 17, 2025. According to @CryptoMichNL, Optimism (OP) is identified as a blue chip within the Ethereum ecosystem and is highlighted as a token to watch for potential follow-through once ETH stabilizes, with further rationale shared in a New Era Finance episode linked in his post. Source: @CryptoMichNL on X, Aug 17, 2025.

According to @CryptoMichNL, once Ethereum (ETH) price action stabilizes, capital is likely to rotate across the ETH ecosystem, creating upside across core assets and Layer-2 tokens, which is a trading cue to watch for momentum entries on Ethereum-aligned plays, source: @CryptoMichNL. He highlights that Optimism (OP) currently accounts for over 70% of ETH Layer-2 transaction volume, positioning OP as a key market-share leader and potential relative-strength proxy among L2 tokens, source: @CryptoMichNL. He further notes this view was discussed on a New Era Finance episode, implying traders should monitor ETH stabilization and L2 volume leadership (especially OP) for confirmation of trend continuation within the Ethereum ecosystem, source: @CryptoMichNL.

According to @EmberCN, native USDC minted on the Sei Network climbed from 0 to 162 million USD within two weeks of launch, exceeding more than half of the 24 public chains with native USDC, approaching OP and Unichain, and surpassing Linea and zkSync (source: @EmberCN on X, Aug 12, 2025). For traders, this rapid scale-up signals a swift build in stablecoin liquidity on Sei that can tighten spreads and enable larger position sizing in SEI and USDC pairs if reflected in order books and liquidity pools (source: derived from the minting figures reported by @EmberCN on X, Aug 12, 2025). Key watchpoints are whether USDC mint growth on Sei continues to close the gap with OP and Unichain, depth changes in USDC pairs on Sei DEXs, and flow shifts relative to Linea and zkSync for cross-chain capital allocation (source: @EmberCN on X, Aug 12, 2025).